401(k) Plans

19,275 topics in this forum

1. Auto Enrollment Required?

   By Barbara, October 11, 2023
   • 3 replies
   • 899 views
   • 
   • Barbara
   • October 12, 2023

2. HCE Carve Outs For Safe Harbor 401(k) Plan

   By Barry Levy, June 25, 2021
   • 4 replies
   • 899 views
   • 
   • austin3515
   • June 28, 2021

3. Quarterly vesting

   By Dan, May 6, 2022
   • 8 replies
   • 899 views
   • 
   • Dan
   • May 11, 2022

4. ER's Under Common Control / Inclusion and Exclusion of Owner Comp

   By Guest Robin S. Vatalaro, December 8, 2004
   • 0 replies
   • 899 views
   • 
   • Guest
   • December 8, 2004

5. Employee using another's SS

   By cpc0506, November 8, 2012
   • 5 replies
   • 899 views
   • 
   • ESOP Guy
   • November 9, 2012

6. General Test for Fiscal Year Contribution in Calendar Year Plan

   By Guest kmp52001, April 5, 2012
   • 0 replies
   • 899 views
   • 
   • Guest
   • April 5, 2012

7. lost earnings for an owner

   By cpc0506, October 17, 2013
   • 1 reply
   • 899 views
   • 
   • BG5150
   • October 17, 2013

8. Merge or terminate SHNEC Plan In Corporate Transaction

   By PMC, March 4, 2011
   • 0 replies
   • 899 views
   • 
   • PMC
   • March 4, 2011

9. QDRO - alt payee's attorney questioning valuation

   By JARichardson, April 5, 2021
   • 12 replies
   • 899 views
   • 
   • CuseFan
   • April 6, 2021

10. Compensation when deferral feature added mid-year

    By Rose, January 7, 2021
    • 4 replies
    • 898 views
    • 
    • MWeddell
    • January 10, 2021

11. Related Parties - Insurance Agency

    By TPA Bob, February 9, 2015   

    • Insurance Agent and Agency
    • 0 replies
    • 898 views
    • 
    • TPA Bob
    • February 9, 2015

12. Compensation used in Top Paid Group

    By RPP2001, December 2, 2008
    • 1 reply
    • 898 views
    • 
    • Blinky the 3-eyed Fish
    • December 2, 2008

13. Matching contribution options

    By Dan, January 23, 2020
    • 4 replies
    • 898 views
    • 
    • Dan
    • January 29, 2020

14. Corrective distributions from 2d plan?

    By Locust, January 15, 2010
    • 0 replies
    • 898 views
    • 
    • Locust
    • January 15, 2010

15. Eligibility issues when going from a SEP to a 401k

    By Guest dubya, June 16, 2004
    • 0 replies
    • 898 views
    • 
    • Guest
    • June 16, 2004

16. Add Voluntary After tax to SH Plan--does it mess with TH?

    By BG5150, January 25, 2019
    • 7 replies
    • 898 views
    • 
    • Kevin C
    • February 4, 2019

17. Death RMDs Might Be The Death of Me

    By austin3515, December 8, 2023
    • 3 replies
    • 897 views
    • 
    • duckthing
    • December 8, 2023

18. USERRA - Make-up Contributions

    By 401(k)athryn, July 29, 2019
    • 1 reply
    • 897 views
    • 
    • Bri
    • July 30, 2019

19. Late deposits & VFCP

    By Flyboyjohn, April 26, 2016
    • 1 reply
    • 897 views
    • 
    • Belgarath
    • April 27, 2016

20. senior moment

    By thepensionmaven, April 4, 2015
    • 1 reply
    • 897 views
    • 
    • Bill Presson
    • April 5, 2015

21. Proposed 408(b)(2) Regulations

    By jpod, December 27, 2007
    • 0 replies
    • 897 views
    • 
    • jpod
    • December 27, 2007

22. New Safe Harbor 401(k)

    By Question, September 25, 2017   

    • safe harbor 401(k)
    • 3 replies
    • 897 views
    • 
    • ETA Consulting LLC
    • September 25, 2017

23. can I disaggregate ADP test and aggregate ACP test

    By Scott25, May 10, 2021
    • 2 replies
    • 897 views
    • 
    • Scott25
    • May 10, 2021

24. Last Day requirement for Match and impact to coverage

    By justatester, December 10, 2015
    • 2 replies
    • 897 views
    • 
    • justatester
    • December 10, 2015

25. Is there a way to structure a solo 401k plan to count pass through income as eligible income for either after tax or deferrals

    By dragondon, December 22, 2022
    • 5 replies
    • 897 views
    • 
    • Lois Baker
    • December 23, 2022

26. coverage testing in a control group

    By BW, March 15, 2019
    • 4 replies
    • 897 views
    • 
    • CuseFan
    • March 18, 2019

27. Naming Individual as "Directed Trustee"

    By austin3515, May 10, 2019
    • 6 replies
    • 897 views
    • 
    • Luke Bailey
    • May 10, 2019

28. SIMPLE IRA transferred into safe harbor 401(k)

    By Guest PES, February 25, 2003
    • 1 reply
    • 897 views
    • 
    • Appleby
    • February 25, 2003

29. Administrative 415 Limit For Catch-ups

    By austin3515, June 28, 2016
    • 1 reply
    • 896 views
    • 
    • Kevin C
    • June 28, 2016

30. Controlled Group Coverage

    By justatester, September 26, 2019
    • 4 replies
    • 896 views
    • 
    • Larry Starr
    • September 27, 2019

31. Rehired employee

    By cdavis25, February 17, 2012
    • 1 reply
    • 896 views
    • 
    • ETA Consulting LLC
    • February 17, 2012

32. Use of an independent fiduciary advisor

    By Guest newport, December 16, 2010
    • 0 replies
    • 896 views
    • 
    • Guest
    • December 16, 2010

33. Catchup and Plan Limits

    By justatester, January 14, 2010
    • 1 reply
    • 896 views
    • 
    • Jim Chad
    • January 14, 2010

34. New Plan in 2009

    By Gary, June 26, 2009
    • 2 replies
    • 896 views
    • 
    • John Feldt ERPA CPC QPA
    • June 29, 2009

35. Deferrals supposed to be suspended for 12 months after hardship distribution but 4 months after the distribution he starts deferring again; trouble?

    By Guest MNR, September 26, 2003
    • 0 replies
    • 896 views
    • 
    • Guest
    • September 26, 2003

36. education fees to be paid from plan

    By Guest trying2understand, November 30, 2007
    • 0 replies
    • 896 views
    • 
    • Guest
    • November 30, 2007

37. safe harbor and top heavy

    By pmacduff, August 18, 2014
    • 2 replies
    • 896 views
    • 
    • Tom Poje
    • August 19, 2014

38. 72(p) Cure Period After Leave of Absence

    By Guest dms9999, March 26, 2009
    • 0 replies
    • 895 views
    • 
    • Guest
    • March 26, 2009

39. Beneficiary is a Trust

    By austin3515, June 30, 2011
    • 2 replies
    • 895 views
    • 
    • austin3515
    • June 30, 2011

40. Roth 401(k) rollover to Roth 403(b)

    By Guest Brian0925, February 1, 2007
    • 0 replies
    • 895 views
    • 
    • Guest
    • February 1, 2007

41. Affiliated Service Group

    By austin3515, February 14, 2012
    • 1 reply
    • 895 views
    • 
    • ETA Consulting LLC
    • February 14, 2012

42. EACA and QDIA fund

    By 52626, May 19
    • 1 reply
    • 895 views
    • 
    • Peter Gulia
    • May 19

43. Auto Enrollment / Corbel Document

    By austin3515, May 11, 2015
    • 2 replies
    • 895 views
    • 
    • ESOP Guy
    • May 12, 2015

44. Mid-Year Open MEP Conversion - 5500 Filings

    By The 402"(G)", March 10, 2017   

    • 5500
    • mep
    • (and 4 more)

      Tagged with:

      • 5500
      • mep
      • multiple
      • employer
      • plan
      • multiple employer plan
    • 2 replies
    • 895 views
    • 
    • The 402"(G)"
    • March 14, 2017

45. SEP - IRA Plan

    By Nassau, April 21, 2011
    • 1 reply
    • 895 views
    • 
    • Lou S.
    • April 21, 2011

46. Erroneous profit sharing funding correction

    By Tom, February 16
    • 5 replies
    • 895 views
    • 
    • David Schultz
    • February 18

47. RMD from IRA?

    By Pension RC, December 22, 2016
    • 2 replies
    • 894 views
    • 
    • bzorc
    • December 22, 2016

48. Canadian subsidiaries of US corporations

    By k man, April 10, 2014
    • 1 reply
    • 894 views
    • 
    • Guest
    • April 11, 2014

49. comp net deferrals... for partners

    By AlbanyConsultant, April 14, 2014
    • 0 replies
    • 894 views
    • 
    • AlbanyConsultant
    • April 14, 2014

50. Start Up - C Corp.

    By Guest RJM26, May 21, 2013
    • 2 replies
    • 894 views
    • 
    • Guest
    • May 22, 2013